PAG
IBMS

Private Advisor Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Private Advisor Group’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,270
Closed -$239K – 2937
2026
Q1 		$239K Hold
9,270
– – ﹤0.01% 2346
2025
Q4 		$242K Hold
9,270
– – ﹤0.01% 2292
2025
Q3 		$242K Hold
9,270
– – ﹤0.01% 2218
2025
Q2 		$238K Buy
+9,270
New +$235K ﹤0.01% 2120

Other funds holding IBMS

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Private Advisor Group's IBMS Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) in Q2 2026, closing a stake of 9,270 shares — an estimated $239K sold.

Private Advisor Group first reported a position in IBMS in Q2 2025 and held it in 4 quarters. The position peaked at $242K in Q3 2025. 43 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Private Advisor Group reported no remaining iShares iBonds Dec 2030 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 9,270 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $239K.
  • Private Advisor Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and held it in 4 quarters.
  • Private Advisor Group's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $242K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.